Date Roth began in Relius

[Jim Chad]

Does anyone know a good way to find out when a Roth began on Relius?

[Tom Poje]

if you have been running the plan on Relius, for example since 2005 you can always run a summary of accounts with whatever date range you want, so at the minimum you can determine what year the Roth balance was 0

if it is a takeover, then no I don't believe you have a stored value as to when the Roth started